Curtis is a proud Islander, born and raised, and a graduate of the University of Prince Edward Island. For the past 14 years, he's been dedicated to helping his clients achieve their financial goals through personalized advice.

With a strong background in finance, Curtis takes a holistic approach to financial planning. He doesn't just look at numbers; he considers your unique situation, goals, and values to craft a plan that works for you.

When Curtis isn't helping clients, you might find him cheering at sporting events, volunteering in the community, or enjoying the outdoors with his wife and three daughters. He's a well-respected member of the Island community and understands the importance of building genuine relationships.

Curtis believes in building strong, purposeful relationships with each client. He takes the time to understand your unique financial goals, values, and risk tolerance. This allows him to craft a tailored financial plan that addresses all aspects of your financial well-being.

Discipline and Expertise are at the core of Curtis' approach. He combines long-term wealth management strategies with the support of a network of trusted professional partners. This ensures your plan is built for stability and growth.

Peace of mind is paramount. Curtis is committed to providing exceptional customer service, ensuring you always feel valued, confident, and well-informed. He'll be with you every step of the way, supporting you throughout your financial journey.

Ready to take control of your financial future? Contact Curtis today to discuss your goals and see how he can help you achieve them.